Thursday, July 14, 2016

The Case For Absolute Return
Axel Merk emphasizes to investors that in an age of overvalued stocks & bonds, investors may want to consider alternative investments .. "I have been quoted saying that unless investors have at least 20% in alternative investments, they may not be truly diversified. While that quote made some headlines at the time, many college endowments have a far greater allocation to alternatives, at times more than half of their portfolio. There may be a good reason for that; let me elaborate and make a case why, in this context, investors may want to consider absolute return investing .. We believe investors may want to have a closer look at absolute return strategies. As a class of alternatives they have had a patchy track record, but we believe they deserve a second look."
LINK HERE to the essay

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